Retail Stocks Ask: Where's the Inflation?

What's Not Priced In

In the latest episode of What’s Not Priced In, Greg Canavan and Kiryll Prakapenka discuss:

- RBA thinks Australia’s inflation is ‘increasingly homegrown and demand driven’

- But are ASX retail stocks saying something different?

- What do recent updates from Accent Group, Lovisa, Kogan, Temple & Webster, and Nick Scali suggest?

- What is going on with Origin Energy?

- High cost of capital is forcing investors to get serious about valuations

- Now is a good opportunity for investors who can ‘do their homework’

- ‘Investing is not about what you believe but what you believe that’s different to what the market believes’

- AI is not a substitute for great, creative investment research

- Nvidia’s massive beat impressive, but largely priced in

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